The Right Financial Advisor

Russell G Lowry, CFP, CRPC, CIC

Sagemark Consulting


Windsor, CT


CONTACT INFO

Company:

Sagemark Consulting

Phone:

860-298-1893

Toll Free:

888-921-8455

ADDRESS

Russell G Lowry, CFP, CRPC, CIC
100 Northfield Drive
Windsor, CT 06095

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FINANCIAL ADVISOR PROFILE


Russell G Lowry, CFP, CRPC, CIC



Languages Spoken:
  • French


OTHER FINANCIAL ADVISOR INFO



My practice provides comprehensive fee-based financial planning focused on wealth accumulation, preservation and transfer in tax efficient ways that support your intentions and values. I'm someone you might like to hire to help you accumulate more wealth or protect that which you've already accumulated and above all to protect your financial interests, first, last and always. My specialties include investment portfolio design, optimization and management, strategies to improve tax deferred accumulations and tax free distribution. Comprehensive financial plans and options for business succession, tax preferrential compensation, estate tax reduction and tax avoidance strategies and world-wide asset protection.


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